Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.58KNew |
$283K - $361K
|
1.58K
$500K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.53K+ 20.18% |
$275K - $351K
|
9.12K
$2.89M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 338.14% |
$274K - $349K
|
1.98K
$627K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.43KNew |
$257K - $328K
|
1.43K
$454K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.42K+ 80.29% |
$256K - $326K
|
3.19K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
1.35KNew |
$243K - $309K
|
1.35K
$429K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$233K - $297K
|
1.3K
$412K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.12KNew |
$202K - $257K
|
1.12K
$356K
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.12KNew |
$201K - $256K
|
1.12K
$355K
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$196K - $250K
|
1.09K
$346K
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.08KNew |
$194K - $247K
|
1.08K
$342K
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.06KNew |
$191K - $244K
|
1.06K
$337K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.05KNew |
$189K - $241K
|
1.05K
$333K
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.05KNew |
$189K - $240K
|
1.05K
$333K
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.04KNew |
$187K - $238K
|
1.04K
$330K
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$183K - $234K
|
1.02K
$324K
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1KNew |
$180K - $229K
|
1K
$317K
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1KNew |
$180K - $229K
|
1K
$317K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
993New |
$179K - $228K
|
993
$315K
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
981New |
$176K - $225K
|
981
$311K
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
975New |
$175K - $223K
|
975
$310K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
956New |
$172K - $219K
|
956
$303K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
951New |
$171K - $218K
|
951
$302K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
946New |
$170K - $217K
|
946
$300K
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
945New |
$170K - $217K
|
945
$300K
|
|
May 14, 2024
Q1 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
932New |
$168K - $214K
|
932
$296K
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
923New |
$166K - $211K
|
923
$293K
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
921New |
$166K - $211K
|
921
$292K
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
920New |
$165K - $211K
|
920
$292K
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
918New |
$165K - $210K
|
918
$291K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
910New |
$164K - $208K
|
910
$289K
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
900New |
$162K - $206K
|
900
$286K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
895New |
$161K - $205K
|
895
$284K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
880New |
$158K - $202K
|
880
$279K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
871New |
$157K - $200K
|
871
$276K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700+ 30.43% |
$126K - $160K
|
3K
$952K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
521New |
$93.7K - $119K
|
521
$165K
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
503+ 11.75% |
$90.4K - $115K
|
4.79K
$1.52M
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
355+ 32.57% |
$63.8K - $81.3K
|
1.45K
$459K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$100K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$100K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$54.3K - $69.2K
|
302
$95.9K
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
259New |
$46.6K - $59.3K
|
259
$82.2K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
225New |
$40.5K - $51.6K
|
225
$71.4K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$36K - $45.8K
|
200
$63.5K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200+ 0.99% |
$36K - $45.8K
|
20.4K
$6.48M
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
194New |
$34.9K - $44.4K
|
194
$61.6K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
137+ 12.58% |
$24.6K - $31.4K
|
1.23K
$389K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
133+ 9.49% |
$23.9K - $30.5K
|
1.53K
$487K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$18K - $22.9K
|
100
$31.7K
|